• Associate Financial Planner

    Robert Half Finance & Accounting (Dallas, TX)
    Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and… more
    Robert Half Finance & Accounting (10/22/25)
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  • Senior Client Service Associate - Mission…

    Kestra Financial (San Antonio, TX)
    …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
    Kestra Financial (09/23/25)
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  • Financial Planner - Symonds Wealth…

    Kestra Financial (Fort Worth, TX)
    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
    Kestra Financial (09/08/25)
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  • Inventory Planner

    NCR Atleos (Houston, TX)
    …Atleos** NCR Atleos, headquartered in Atlanta, is a leader in expanding financial access. Our dedicated 20,000 employees optimize the branch, improve operational ... efficiency and maximize self-service availability for financial institutions and retailers across the globe. NCR Atleos was ranked #12 in Newsweek's prestigious 2025… more
    NCR Atleos (11/18/25)
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  • Planner /Buyer

    Zimmer Biomet (Austin, TX)
    …included, respected, empowered and recognised. **What You Can Expect** **Job Summary** The Planner / Buyer will be responsible for the Planning and Purchasing of ... Makes day-to-day decisions that demonstrate a basic understanding of the financial business drivers. Effectively plans manufacturing recourses and diagnoses problems… more
    Zimmer Biomet (11/08/25)
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  • Principal Associate , Executive…

    Capital One (Plano, TX)
    Principal Associate , Executive Communications- Financial Services We're seeking an influential communicator who has experience writing high-quality content for ... and working in cross-functional teams to drive results. In Financial Services at Capital One, we believe internal and...internal storytelling and campaigns. If you're a strategic thinker, planner and storyteller who merges writing and data to… more
    Capital One (11/15/25)
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  • Assistant/ Associate Professor of Practice…

    Texas Tech University (TX)
    …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... **40918BR** **Extended Job Title:** Assistant/ Associate Professor of Practice / CFR Director **Organization:**...**Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human… more
    Texas Tech University (11/07/25)
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  • Wealth Management Associate

    Equitable (The Woodlands, TX)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - TX, The Woodlands (2591) ( PIN\_15307...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
    Equitable (11/01/25)
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  • Wealth Management Associate - Retirement…

    Equitable (San Antonio, TX)
    …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
    Equitable (10/12/25)
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  • Personal Financial Counselor, San Antonio

    Magellan Health Services (San Antonio, TX)
    …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
    Magellan Health Services (11/18/25)
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